Senior Universal Banker

Rockwall, Texas, United States

Job Function / Summary

A Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial needs.

Essential Duties & Responsibilities

• Manages existing clients and prospects by meeting with them, both in person and over the phone, to build and maintain strong, lasting relationships, discover financial needs and tailor product solutions to meet the clients overall financial needs.
• Proactively educates clients on alternate delivery methods and channels that make clients lives easier by providing self-service options, including emerging technology and digital solutions like mobile, online and ATM options, to access their accounts 24 hours a day/7 days a week.
• Refers clients to other business partners to provide clients with experts who can assist them with t...